assist and support the Wealth Advisor in fulfilling general sales and administrative support activities, client transfers, withdrawals and redemptions Assist with general office functions as required Matric with a minimum client data Good understanding of FAIS, FICA and general Compliance Excellent knowledge and experience with
assist and support the Wealth Advisor in fulfilling general sales and administrative support activities, client transfers, withdrawals and redemptions Assist with general office functions as required Matric with a minimum client data Good understanding of FAIS, FICA and general Compliance Excellent knowledge and experience with
client quotes, Sales orders, Invoicing, filing and general data capturing - Dealing with customer queries
client quotes, Sales orders, Invoicing, filing and general data capturing - Dealing with customer queries
client quotes, Sales orders, Invoicing, filing and general data capturing - Dealing with customer queries
client quotes, Sales orders, Invoicing, filing and general data capturing - Dealing with customer queries
records on customer sales and production tracking. General support to sales team and production team as required